Virtual (ON24 Platform)
October 18, 2023
PMCF In Attendance:
Matt Rupprecht, Director
Amidst an evolving M&A environment, it pays to take a holistic approach when preparing for a transaction. The market can be difficult to navigate, but it presents opportunity for those who emphasize proper planning and early engagement of the right professionals.
Too often, business owners wait until they are ready to sell before pursuing a transaction. However, the optimal planning process may begin 1-3 years prior to executing a deal. Have you considered engaging a professional to conduct a strategic assessment or legal audit? Do you have enforceable non-compete/non-solicit agreements in place with your key managerial and sales personnel? Will a prospective buyer uncover anything in the diligence phase that could be mitigated in advance?
During this webinar, we combine the M&A advisory expertise of PMCF Investment Banking with complex legal insight from Ortoli | Rosenstadt to highlight preparatory best practices for business owners in Professional and General Staffing seeking the execution of a sell-side transaction at a premium value.
Webinar learning objectives:
- Develop an understanding of current market conditions in staffing and the process for determining the right time to sell.
- Define key preparatory focus areas, such as determining shareholder objectives, setting valuation and deal structure expectations, assessing the marketability of your company, engaging proper advisory teams, establishing management retention agreements, and understanding the perspective of potential buyers.
|Matt Rupprecht | Director